Make a procedure
Updated Oct 15, 2026 · 1 min read
Go to Procedures and use the blue button at the top.
Add a title and a short description: when do you use it?
Add steps. One action per step with a short title. Add photos or a table where it helps.
Pick an owner and how often it should be reviewed.
Click Publish.
Every publish gets a version number. When something changes, write in one line what's different so your team sees it right away.

Use a procedure as a lesson in a course. The course always shows the latest version.
Was this article helpful?
Related articles
Still have a question?
Didn't find it here? Ask us and a real person answers.